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Ryan Adams Kraus

Sage Financial Group Inc.

West Conshohocken, PA

CRD 6107362

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Employer firm

Sage Financial Group Inc. CRD 116574

$4.29B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sage Financial Group Inc.

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-03-14
  • PA RA
    APPROVED
    Since 2023-03-14

Branch Locations

Five Tower Bridge 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Distributors Radnor PA 09/2012 04/2021
Brinker Capital Berwyn PA 04/2021 01/2023
Sage Financial Group, Inc. West Conshohocken PA 01/2023 Present
  • 09/2012 → 04/2021
    Lincoln Financial Distributors
    Radnor, PA
  • 04/2021 → 01/2023
    Brinker Capital
    Berwyn, PA
  • 01/2023 → Present
    Sage Financial Group, Inc.
    West Conshohocken, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-28
  • S63 Uniform Securities Agent State Law Examination
    2012-09-28
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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